Jones Financial Companies
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Jones Financial Companies’s JPMorgan Realty Income ETF JPRE Stock Holding History

Jones Financial Companies’s Portfolio JPRE Stock Details JPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-113
Closed -$5.4K – 4109
2025
Q1 		$5.4K Buy
+113
New +$5.41K ﹤0.01% 2936

Other funds holding JPRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Jones Financial Companies's JPRE Position: Q2 2025 in Review

Jones Financial Companies sold out of JPMorgan Realty Income ETF (JPRE) in Q2 2025, closing a stake of 113 shares — an estimated $5.4K sold.

Jones Financial Companies first reported a position in JPRE in Q1 2025 and held it in 1 quarter. The position peaked at $5.4K in Q1 2025. 56 funds tracked by Wall St. Rank hold JPRE as of Q2 2025.

  • Jones Financial Companies reported no remaining JPMorgan Realty Income ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 113 JPMorgan Realty Income ETF shares in Q2 2025, an estimated $5.4K.
  • Jones Financial Companies first reported a position in JPMorgan Realty Income ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's JPMorgan Realty Income ETF position peaked at $5.4K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan Realty Income ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.